SHP Wealth Management’s Verizon VZ Stock Holding History

SHP Wealth Management’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15M	Buy	22,827 +4	+0%	+$185	0.09%	69
2025 Q4	$930K	Buy	+22,823	New	+$926K	0.07%	87

Other funds holding VZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SHP Wealth Management's VZ Position: Q1 2026 in Review

SHP Wealth Management increased its Verizon (VZ) stake by 0.02% in Q1 2026, buying an estimated $185 and bringing the position to 22,827 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #69.

SHP Wealth Management first reported a position in VZ in Q4 2025 and has held it in 2 quarters since. 3,269 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

SHP Wealth Management held 22,827 shares of Verizon worth $1.15M as of Q1 2026.
SHP Wealth Management bought 4 Verizon shares in Q1 2026, an estimated $185.
Verizon made up 0.09% of SHP Wealth Management's portfolio in Q1 2026, its #69 holding.
SHP Wealth Management first reported a position in Verizon in Q4 2025 and has held it in 2 quarters since.
3,269 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.